Difference between revisions of "Case Reporting"
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Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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| − | In the '''Case and Form Management Menu''', there | + | In the '''Case and Form Management Menu''', there is a section on reporting called: |
# My Reports | # My Reports | ||
| − | |||
=='''My Reports'''== | =='''My Reports'''== | ||
| − | Within | + | Within this section, there are two sub-sections: |
*My Reminders | *My Reminders | ||
*My Still Open Cases | *My Still Open Cases | ||
==='''My Reminders'''=== | ==='''My Reminders'''=== | ||
| − | *All Incomplete | + | *All '''Incomplete''' records will be returned in sequence, including all records that have been '''taken to process'''. |
*These records will be highlighted in red. | *These records will be highlighted in red. | ||
| − | *This is a really good way of determining which records | + | *This is a really good way of determining which records have not been processed correctly. |
| − | * | + | *Click on the blue button beside the record ID's that are highlighted in red. |
| − | * | + | *This will take you directly to the record. |
| − | * | + | *Save the record with the correct outcome. |
| + | *Go to '''Queue Management -> Set the Current Working Outcome''' | ||
| + | *In the Taken to Process listing, the records will now have decreased. | ||
| + | *This is because you have just processed one of the records in your reminder list. | ||
| + | *Depending on the outcome chosen on this record, it will now be either a different Incomplete outcome or a Finished Outcome. | ||
| + | *If you want to process all of these Incomplete records, go back to '''My Reminders''' and continue the process as above. | ||
| + | |||
| + | ==='''My Still Open Cases'''=== | ||
| + | *Choose the case. | ||
| + | *A list of records will be returned that are still open, i.e. have not been processed correctly. | ||
| + | *Click on the blue button beside one of the open cases. | ||
| + | *The record will open. | ||
| + | *Save the details of this record with a new outcome. | ||
| + | *Go to '''Queue Management -> Set the Current Working Outcome'''. | ||
| + | *The record will now be in a different outcome in the list | ||
| + | *It will also be moved up in the number of attempts on this outcome on the list. | ||
| + | *Click on the number under the number of attempts to put the record back on the stack for further processing. | ||
| + | *Or simply go back to '''My Reminders''' to process the record. | ||
| + | |||
| + | |||
| + | [[Category:Module Specific:Case Management]] | ||
| + | [[Category:Module Specific:Data Profiling]] | ||
| + | [[Category:Topic:Case Management]] | ||
Latest revision as of 00:29, 10 November 2014
In the Case and Form Management Menu, there is a section on reporting called:
- My Reports
1 My Reports
Within this section, there are two sub-sections:
- My Reminders
- My Still Open Cases
1.1 My Reminders
- All Incomplete records will be returned in sequence, including all records that have been taken to process.
- These records will be highlighted in red.
- This is a really good way of determining which records have not been processed correctly.
- Click on the blue button beside the record ID's that are highlighted in red.
- This will take you directly to the record.
- Save the record with the correct outcome.
- Go to Queue Management -> Set the Current Working Outcome
- In the Taken to Process listing, the records will now have decreased.
- This is because you have just processed one of the records in your reminder list.
- Depending on the outcome chosen on this record, it will now be either a different Incomplete outcome or a Finished Outcome.
- If you want to process all of these Incomplete records, go back to My Reminders and continue the process as above.
1.2 My Still Open Cases
- Choose the case.
- A list of records will be returned that are still open, i.e. have not been processed correctly.
- Click on the blue button beside one of the open cases.
- The record will open.
- Save the details of this record with a new outcome.
- Go to Queue Management -> Set the Current Working Outcome.
- The record will now be in a different outcome in the list
- It will also be moved up in the number of attempts on this outcome on the list.
- Click on the number under the number of attempts to put the record back on the stack for further processing.
- Or simply go back to My Reminders to process the record.
